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Schwab Fundamental US Small Company Index ETF

157 hedge funds and large institutions have $2.21B invested in Schwab Fundamental US Small Company Index ETF in 2020 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 39 increasing their positions, 65 reducing their positions, and 23 closing their positions.

Holders
157
Holders Change
+2
Holders Change %
+1.29%
% of All Funds
3.23%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.18%
New
26
Increased
39
Reduced
65
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.94B 61,271,839 -24,093,313 -28%
CGL
2
Clarius Group LLC
Washington
$27.6M 868,961 -208,623 -19%
WA
3
Waddell & Associates
Tennessee
$20.3M 639,345 +42,749 +7%
RWMH
4
Riverpoint Wealth Management Holdings
Illinois
$13.9M 436,891 +139,152 +47%
RC
5
RegentAtlantic Capital
New Jersey
$13.7M 432,480 -245,890 -36%
MWP
6
Moller Wealth Partners
$13.7M 430,534 +25,014 +6%
BCI
7
Brinker Capital Investments
Pennsylvania
$13.5M 426,563 +172,849 +68%
COF
8
Capital One Financial
Virginia
$12.2M 385,858 +68,273 +21%
AFA
9
Arlington Financial Advisors
California
$10.8M 341,089 +26,944 +9%
ML
10
McAdam LLC
Pennsylvania
$10.5M 330,244 +24,969 +8%
LNC
11
Lincoln National Corp
Pennsylvania
$9.84M 310,320 -969 -0.3%
RCA
12
Resonant Capital Advisors
Wisconsin
$8.55M 269,487 +169,177 +169%
JWM
13
Janiczek Wealth Management
Colorado
$8.26M 260,445 +41,775 +19%
Ameriprise
14
Ameriprise
Minnesota
$8.23M 259,685 -22,452 -8%
FM
15
Foster & Motley
Ohio
$6.78M 213,610 +44,022 +26%
SC
16
Savant Capital
Illinois
$5.68M 178,899 +19,361 +12%
Morgan Stanley
17
Morgan Stanley
New York
$5.06M 159,420 +28,892 +22%
BJ
18
Brouwer & Janachowski
California
$4.87M 153,498 -81,208 -35%
CST
19
Charles Schwab Trust
Nevada
$4.77M 150,464 -10,818 -7%
PMG
20
ProVise Management Group
Florida
$4.54M 142,978 -8,802 -6%
YAL
21
Your Advocates Ltd
Texas
$3.58M 110,378 -217,888 -66%
TRCT
22
Tower Research Capital (TRC)
New York
$3.2M 100,771 +51,832 +106%
EWA
23
Exencial Wealth Advisors
Oklahoma
$3.16M 99,741 +68,563 +220%
FSWA
24
Financial Synergies Wealth Advisors
Texas
$3.1M 97,805 -14,954 -13%
FANJ
25
Financial Architects (New Jersey)
New Jersey
$2.33M 73,282 -9,884 -12%